CI Investments Inc’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

CI Investments Inc’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.47M	Buy	+50,000	New	+$2.61M	0.01%	363
2020 Q1	–	Sell	-1,286,762	Closed	-$39.6M	–	637
2019 Q4	$39.6M	Buy	1,286,762 +178,206	+16%	+$5.23M	0.2%	125
2019 Q3	$31M	Buy	1,108,556 +782,133	+240%	+$21.6M	0.16%	128
2019 Q2	$9.01M	Buy	+326,423	New	+$8.84M	0.05%	204
2015 Q1	–	Sell	-3,953	Closed	-$86K	–	194
2014 Q4	$86K	Buy	+3,953	New	+$82.8K	﹤0.01%	172

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CI Investments Inc's XLF Position: Q1 2026 in Review

CI Investments Inc opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026: 50,000 shares worth $2.47M. The stake represents 0.01% of the portfolio and ranks #363 among its holdings. This is a return to the name: CI Investments Inc previously reported a position in XLF as recently as Q4 2019.

CI Investments Inc first reported a position in XLF in Q4 2014 and has held it in 5 quarters since. The position peaked at $39.6M in Q4 2019. 1,843 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

CI Investments Inc held 50,000 shares of State Street Financial Select Sector SPDR ETF worth $2.47M as of Q1 2026.
State Street Financial Select Sector SPDR ETF was a new CI Investments Inc position in Q1 2026.
State Street Financial Select Sector SPDR ETF made up 0.01% of CI Investments Inc's portfolio in Q1 2026, its #363 holding.
CI Investments Inc first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2014 and has held it in 5 quarters since.
CI Investments Inc's State Street Financial Select Sector SPDR ETF position peaked at $39.6M in Q4 2019.
1,843 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.